Business Planning

Stallsmith Financial is dedicated to provide your business with customized, carefully designed strategies.

Pension, Profit Sharing, 401 (k) and SEP and SIMPLE IRA Plans

Executive Benefits

Buy/Sell Strategies

Succession Planning

Key Person Insurance

Group Medical Insurance

Group Life, Long Term Care and Disability Income Insurance

Estate Analysis

Plan ahead! You've worked hard to accumulate your assets and you want to ensure that they are distributed to your loved ones according to your intentions. To do this requires planning ahead.

Stallsmith Financial can provide you with a variety of products that are designed to help accomplish your goals.

Tax Reduction Strategies

Distribution Planning

Charitable Gift Planning

Second to Die Insurance Policies

Long Term Care Insurance

Strategies to Match Objectives as Set Forth in Your Will

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The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named
representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a solicitation for the purchase or
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